Sales Hub Tools

KJonsson
Contributor

Importing contact and deal data into Google Docs or Sheets - possible?

SOLVE

Hello,

 

I would like to use data from HubSpot to create quotes from Google Drive. Is this possible?

 

 

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1 Accepted solution
james-portant
Solution
Contributor

Importing contact and deal data into Google Docs or Sheets - possible?

SOLVE

Hi there,

We have release an App on the HubSpot Marketplace that does exactly this. It takes information from Deals and associated objects and places them into a Google Doc or Slides file. You can sheck it out here:
https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181
It also works with loads of other HubSpot data and has eSignatures built in. 
Please let me know if you have any questions.
Cheers,
James

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3 Replies 3
james-portant
Solution
Contributor

Importing contact and deal data into Google Docs or Sheets - possible?

SOLVE

Hi there,

We have release an App on the HubSpot Marketplace that does exactly this. It takes information from Deals and associated objects and places them into a Google Doc or Slides file. You can sheck it out here:
https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-1323181
It also works with loads of other HubSpot data and has eSignatures built in. 
Please let me know if you have any questions.
Cheers,
James

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BukunmiOdetayo
Top Contributor | Partner
Top Contributor | Partner

Importing contact and deal data into Google Docs or Sheets - possible?

SOLVE

Hi @KJonsson 

 

Yes, this might be possible. But, can you explain what you are looking to achieve with it further?

 

Basically, you can achieve something of this format with the use of Zapier or any other tools like PieSync.







Bukunmi (Matt) Odetayo



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KJonsson
Contributor

Importing contact and deal data into Google Docs or Sheets - possible?

SOLVE

I simply want to be able to import data into Google Sheets or Documents, as I wish. Preferrably using shortcodes like {CONTACT FIRSTNAME} etcetera. 

 

Syncing should not be necessary, that's something completely different.

 

Any ideas or solutions to this?

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